As a PT Account Manager, you will build strong client relationships, understand their needs, and help them maximize their experience with financial products and investment platforms.
Institutional Account Manager
📜 Description
- Oversee the full onboarding journey for B2B partners, ensuring smooth and timely integration into the X Open Hub platform.
- Act as the primary relationship owner for institutional clients (Banks, Brokers), fostering long‑term cooperation and business growth.
- Coordinate with internal teams - IT, Trading, Operations - to deliver fast, high‑quality service to corporate partners.
- Analyse complex client requirements and translate them into actionable business solutions and technical implementations.
- Conduct professional training sessions for institutional clients to maximise adoption of our tools and offerings.
- Monitor global market trends and competitive activity to support strategic positioning and product evolution.
🛠️ Requirements
- 1-2 years of experience in a financial institution (Brokerage, Bank, Fintech).
- Fluency in English (written and spoken); additional languages are a strong advantage.
- University degree (BA/MA) in Economics, Finance, or a related field.
- Solid understanding of FX markets and OTC derivatives.
- Strong interest in working with institutional clients across global jurisdictions.
- High proficiency in MS Office and confidence using complex trading software.
- Proactive, solution‑oriented mindset with the ability to work under time pressure.
✨ Benefits
- Opportunity to work with global institutional clients in a fast‑growing fintech environment.
- Direct influence on B2B product development and market expansion initiatives.
- Collaborative culture with close cooperation across IT, Trading, Operations, and Business teams.
- Professional development through exposure to advanced trading technologies and institutional workflows.
- Competitive compensation package and benefits aligned with market standards.
- Access to modern tools, resources, and continuous learning opportunities.
Full job description
XTB is a global company from the financial industry, focusing on online trading of financial instruments. We are the largest FinTech in Poland and a leader in Central and Eastern Europe, and the range of our operations covers several countries, including Asia and South America. At XTB, we focus on the development of our employees, giving them opportunities to gain knowledge and skills in various fields, as well as offering a number of training and development programs. If you are looking for challenges and want to gain valuable experience in an international business environment, XTB is the right place for you.
We are a certified Great Place to Work company.
Responsibilities
Oversee the full onboarding journey for B2B partners, ensuring smooth and timely integration into the X Open Hub platform.
Act as the primary relationship owner for institutional clients (Banks, Brokers), fostering long‑term cooperation and business growth.
Coordinate with internal teams - IT, Trading, Operations - to deliver fast, high‑quality service to corporate partners.
Analyse complex client requirements and translate them into actionable business solutions and technical implementations.
Conduct professional training sessions for institutional clients to maximise adoption of our tools and offerings.
Monitor global market trends and competitive activity to support strategic positioning and product evolution.
Drive the introduction of new B2B products, tools, and financial instruments across existing and new partners.
Requirements
1-2 years of experience in a financial institution (Brokerage, Bank, Fintech).
Fluency in English (written and spoken); additional languages are a strong advantage.
University degree (BA/MA) in Economics, Finance, or a related field.
Solid understanding of FX markets and OTC derivatives.
Strong interest in working with institutional clients across global jurisdictions.
High proficiency in MS Office and confidence using complex trading software.
Proactive, solution‑oriented mindset with the ability to work under time pressure.
What we offer
Opportunity to work with global institutional clients in a fast‑growing fintech environment.
Direct influence on B2B product development and market expansion initiatives.
Collaborative culture with close cooperation across IT, Trading, Operations, and Business teams.
Professional development through exposure to advanced trading technologies and institutional workflows.
Competitive compensation package and benefits aligned with market standards.
Access to modern tools, resources, and continuous learning opportunities.
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